Consulting Intake Form
A scored application form that qualifies clients on project scope, budget, and fit — before you invest time in a proposal.
8 Questions
pre-built and weighted
5 min to complete
average completion time
HOT / WARM / COLD
routing included
1.4k times used
by David Park
What your leads will answer
Describe the project you need help with
Clarity of brief predicts project success and client quality
What is your budget for this engagement?
Budget bracket is the primary qualification filter
What does success look like in 6 months?
Goal clarity indicates seriousness and alignment
+ 5 more questions included in the full template.
How scoring works
Project clarity (30%), budget bracket (40%), and strategic urgency (30%). High-scoring applications get fast-tracked.
Strong application
We'll be in touch within 24 hours
- Reviewed personally within 24 hours
- A scoping call scheduled at your convenience
- Full confidentiality — NDA available on request
We take on 3 new engagements per quarter
No fee at this stage · Completely confidential
Good potential
Added to our project pipeline
Not the right fit
We've sent resources that may help
Ready to use this template?
Customise it in minutes. No code needed. Start qualifying leads from day one.
Use this template free